SWYEX Mutual Fund

SWYEX Mutual Fund

NAV$18.75
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Returns Overview

1 Month
+0.21%
3 Months
+0.05%
6 Months
+2.06%
YTD
+6.34%
1 Year
+7.53%
3 Years (annualized)
+15.11%
5 Years (annualized)
+6.08%
10 Years (annualized)
+8.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWYEX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Target 2030Passive Composite Index(^SPTGT30P)
This Mutual Fund (YTD)
+6.34%
Peer Avg (YTD)
+6.70%
vs Peers
-0.36%

SWYEX Mutual Fund Performance

SWYEX performance across multiple time periods: 1-month 0.21%, YTD 6.34%, 1-year 7.53%, 3-year 15.11%, 5-year 6.08%, 10-year 8.76%.

SWYEX returns trail the peer average of 6.70% YTD. With an expense ratio of 0.08%, investors should weigh costs against performance when evaluating this mutual fund.

SWYEX vs another fund shows side-by-side returns. SWYEX alternatives are available in the Mutual Fund Screener.